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EOT

Eaton Vance National Municipal Opportunities Trust
EOT

36 hedge funds and large institutions have $33.4M invested in Eaton Vance National Municipal Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

6% more funds holding

Funds holding: 34 → 36 (+2)

0.3% less ownership

Funds ownership: 10.03% → 9.73% (-0.3%)

9% less capital invested

Capital invested by funds: $36.6M → $33.4M (-$3.18M)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.13M
2
RJA
Raymond James & Associates
Florida
+$169K
3
GC
Guggenheim Capital
Illinois
+$157K
4
UBS Group
UBS Group
Switzerland
+$132K
5
DWA
Delos Wealth Advisors
Texas
+$109K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$1.54M
2
Bank of America
Bank of America
North Carolina
-$528K
3
AFS
Access Financial Services
Minnesota
-$261K
4
1W
1776 Wealth
Georgia
-$207K
5
VanEck Associates
VanEck Associates
New York
-$100K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
26
Operose Advisors
Wisconsin
$110K +$114K +5,000 New
APA
27
American Portfolios Advisors
New York
$105K – – –
DWA
28
Delos Wealth Advisors
Texas
$105K +$109K +4,750 New
HNB
29
Huntington National Bank
Ohio
$55K – – –
EVM
30
Eaton Vance Management
Massachusetts
$49K – – –
SPIA
31
Steward Partners Investment Advisory
New York
$38K +$10K +439 +34%
FAG
32
Fortitude Advisory Group
Washington
$30K +$31.6K +1,380 New
HWA
33
HHM Wealth Advisors
Tennessee
$24K – – –
CNBTD
34
Citizens National Bank Trust Department
Mississippi
$22K +$22.9K +1,000 New
LS
35
Leelyn Smith
Illinois
$14K – – –
KFI
36
Key Financial Inc
Pennsylvania
$6K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.43K +150 New
KAS
38
Kestra Advisory Services
Texas
– -$1.54M -64,942 Closed
1W
39
1776 Wealth
Georgia
– -$207K -8,729 Closed
Jones Financial Companies
40
Jones Financial Companies
Missouri
– -$43K -1,800 Closed
1
2

EOT Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q4 2021, worth a combined $33.4M — down 8.7% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EOT positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.13M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.54M sold.

  • 36 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $33.4M of Eaton Vance National Municipal Opportunities Trust stock for Q4 2021, down 8.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q4 2021 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q4 2021 was Ameriprise, an estimated $1.13M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2021.